Aileen Logan, financial advisor Saint Petersburg FL

Aileen Logan

CRD Number: 864302
Current Firm: Logan Financial Planning LLC

Aileen Logan (CRD# 864302) is an Investment Advisor Representative working at Logan Financial Planning LLC in Saint Petersburg, FL and has over 42 years of experience in the finance industry.

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Econologics Financial Advisors
Company Name Location Dates Years
Logan Financial Planning Miramar Beach, FL Aug 2013 - Current 9
Wells Fargo Advisors LLC Destin, FL May 2009 - Aug 2013 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1979
S65 NASAA Investment Advisors Law Examination Jan 2004
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Aileen T. Logan
Phone Number: 8505983134
Registered State(s):
  • AL
  • FL
Current Firm Details
Logan Financial Planning LLC
Firm's CRD Number: 167684
By the Numbers
  • Total Assets Under Management
    35
    MILLIONS
  • Total Number of Accounts
    56
    ACCOUNTS
  • Average Account Value
    $625,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AL, FL

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